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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,006 | $157,304-72.7% | $141,197-69.5% | $152,909-71.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.41% | 64.34%-52.9pp | 71.41%-60.0pp | 345.46%-334.1pp |
| Employer contribution / active EE | $8,549 | $5,263+62.5% | $4,736+80.5% | $4,764+79.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,839 | $12,126-84.8% | $10,265-82.1% | $11,601-84.1% |